Legacy Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 33,582 shares of DISV stock, worth $990,669. This represents 0.17% of its overall portfolio holdings.

Number of Shares
33,582
Previous 34,945 3.9%
Holding current value
$990,669
Previous $1.02 Million 12.12%
% of portfolio
0.17%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$26.18 - $28.77 $35,683 - $39,213
-1,363 Reduced 3.9%
33,582 $892,000
Q3 2024

Nov 13, 2024
BUY
$26.06 - $29.18 $64,003 - $71,666
2,456 Added 7.56%
34,945 $1.02 Million
Q2 2024

Aug 13, 2024
BUY
$26.23 - $28.56 $852,186 - $927,885
32,489 New
32,489 $874,000

Others Institutions Holding DISV

# of Institutions
325
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email